Advisors at this firm
Wilson S
Series 63, Series 65
Providence, RI
Barrett & Company
Wilson Saville II is a financial advisor at Barrett & Company with 40 years of industry experience, having been with the firm since 1986. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Saville serves on the board of directors of Isomet Corp, a maker of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, as well as small business and nonprofit clients. The firm manages approximately $530 million in assets and builds customized portfolios using a range of securities, employing fundamental, technical, quantitative, and charting analyses.
Mark R
Series 63, Series 65
Providence, RI
Barrett & Company
Mark Rapoza is a financial advisor at Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Barrett & Company since 1994. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and some small business or nonprofit clients. The firm manages approximately $529.7 million in assets and employs a customized investment approach using a variety of securities and analytical methods.
Peter J
Series 63, Series 65
Providence, RI
Barrett & Company
Peter Jacavone Jr. is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Barrett & Company since 1995. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasionally small business or nonprofit clients. The firm manages approximately $529.7 million in assets and creates customized portfolios using a variety of securities and analytical approaches.
Nicholas C
Series 66
Providence, RI
Barrett & Company
Nicholas Cardello is a financial advisor at Barrett & Company with a Series 66 designation and three years of industry experience. Prior to joining Barrett & Company in 2020, he worked at Hilb Group and In Music Brands. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets, offering customized portfolios that consider income needs, liquidity, tax factors, time horizons, and risk tolerance through a blend of fundamental, technical, quantitative, and charting analysis.